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AA

Ancora Advisors Portfolio holdings

AUM $4.7B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+19.05%
3 Year Est. Return
+64.25%
5 Year Est. Return
+78.87%
10 Year Est. Return
+385.89%
AUM
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MT icon
1651
ArcelorMittal
MT
$50.4B
$11.4K ﹤0.01%
220
+203
+1,194% +$11.3K
ARKG icon
1652
ARK Genomic Revolution ETF
ARKG
$1.51B
$11.4K ﹤0.01%
431
+396
+1,131% +$11.6K
WLK icon
1653
Westlake Corp
WLK
$9.46B
$11.3K ﹤0.01%
97
– –
PBR icon
1654
Petrobras
PBR
$121B
$11.3K ﹤0.01%
544
-292
-35% -$4.67K
AGI icon
1655
Alamos Gold
AGI
$12.4B
$11.2K ﹤0.01%
+253
New +$11.2K
AMH icon
1656
American Homes 4 Rent
AMH
$12B
$11.2K ﹤0.01%
402
+318
+379% +$9.62K
VTR icon
1657
Ventas
VTR
$48.9B
$11.2K ﹤0.01%
137
-24
-15% -$1.97K
OLED icon
1658
Universal Display
OLED
$3.71B
$11.2K ﹤0.01%
+122
New +$13.5K
ENTG icon
1659
Entegris
ENTG
$19.7B
$11K ﹤0.01%
94
+14
+18% +$1.66K
BABA icon
1660
Alibaba
BABA
$269B
$10.9K ﹤0.01%
87
-122
-58% -$18.3K
GAP
1661
The Gap Inc
GAP
$6.84B
$10.8K ﹤0.01%
+446
New +$11.8K
GWRE icon
1662
Guidewire Software
GWRE
$11.5B
$10.8K ﹤0.01%
72
+65
+929% +$9.89K
FSV icon
1663
FirstService
FSV
$6.32B
$10.7K ﹤0.01%
+77
New +$11.7K
VGM icon
1664
Invesco Trust Investment Grade Municipals
VGM
$549M
$10.7K ﹤0.01%
1,083
-113
-9% -$1.17K
ACWX icon
1665
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$10.7K ﹤0.01%
156
– –
LTBR icon
1666
Lightbridge
LTBR
$246M
$10.7K ﹤0.01%
1,000
– –
RTO icon
1667
Rentokil
RTO
$14.3B
$10.6K ﹤0.01%
337
+295
+702% +$9.29K
RLGT icon
1668
Radiant Logistics
RLGT
$416M
$10.6K ﹤0.01%
1,500
– –
WCN
1669
Waste Connections
WCN
$42.8B
$10.6K ﹤0.01%
65
-5
-7% -$834
CASC
1670
DELISTED
CASCADE CORPORATION
CASC
$10.3K ﹤0.01%
395
+379
+2,369% +$9.87K
NIO icon
1671
NIO
NIO
$11.3B
$10.3K ﹤0.01%
1,701
-10
-0.6% -$50
DDM icon
1672
ProShares Ultra Dow30
DDM
$531M
$10.2K ﹤0.01%
196
+1
+0.5% +$57
PINS icon
1673
Pinterest
PINS
$12.4B
$10.1K ﹤0.01%
553
+506
+1,077% +$10.6K
IYR icon
1674
iShares US Real Estate ETF
IYR
$4.59B
$10.1K ﹤0.01%
107
– –
FIGB icon
1675
Fidelity Investment Grade Bond ETF
FIGB
$504M
$10.1K ﹤0.01%
235
– –
65 66
67
68 69

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.